With the recent updates to Bold Trail BackOffice, we've introduced a streamlined approach to transaction management. Transactions now encompass a broader range of stages, beginning with "Opportunity". Learn more here.
Transactions in BoldTrail BackOffice allow you to centralize and streamline back-office processes by keeping all relevant documents, offers, and details in one place.
Creating a new transaction
Step 1
From the Transactions page, click Create transaction and select Create new.
Step 2
First, set up an appropriate transaction type, status, and select the representing side. Make sure to fill out all red-marked required fields before clicking "Next".
If the required transaction type is missing you can add it under the Fields tab. If your user configuration doesn't have the rights to perform this please reach out to your admin.
Step 3
Enter commission information and select the side you represent in the current transaction.
Step 4
Add yourself as an agent by clicking the Add agent/commission link.
Please keep in mind that 100% of shared gross income is the agent's award allocation, not split. Your admin has already set up your personal split within the main admin account.
Once you have finished entering the required information, please click Next.
Step 5
Click the add contact link and enter contacts who are related to this specific transaction.
You can add as many contacts as you need. They won't have any access to the system and they aren't notified about being added to this transaction.
After entering the needed data click Create. Now your transaction is up and running. Your next step can be assigning checklists, uploading documents, or submitting them for review.